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Brookfield Renewable
BEPC

Overview Fund Activity

345 hedge funds and large institutions have $4.24B invested in Brookfield Renewable in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 121 increasing their positions, 96 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+29
Holders Change %
+9.18%
% of All Funds
5.33%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
65
Increased
121
Reduced
96
Closed
34
Calls
$2.26M
Puts
$6.31M
Net Calls
-$4.06M
Net Calls Change
+$2.23M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$42.7M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$37.8M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$34.4M
4
CIA
ClearBridge Investments (Australia)
Australia
+$18.1M
5
Millennium Management
Millennium Management
New York
+$15.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$85.3M
3
Principal Financial Group
Principal Financial Group
Iowa
-$22.9M
4
Fidelity International
Fidelity International
Bermuda
-$18.7M
5
AACA
American Assets Capital Advisers
California
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$9K – – –
IAG
302
Investmark Advisory Group
Connecticut
$9K +$9K +250 New
BIA
303
Bell Investment Advisors
California
$8K -$3.13K -90 -28%
FWM
304
Focused Wealth Management
New York
$8K – – –
AWM
305
AllSquare Wealth Management
New York
$8K – – –
CFA
306
Carroll Financial Associates
North Carolina
$8K +$338 +10 +4%
JFA
307
JNBA Financial Advisors
Minnesota
$7K – – –
EVM
308
Eaton Vance Management
Massachusetts
$7K – – –
SFM
309
Signet Financial Management
New Jersey
$7K +$7K +187 New
OCM
310
Orion Capital Management
California
$6K -$3K -75 -33%
MCM
311
MV Capital Management
Maryland
$6K – – –
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$6K +$6K +160 New
UB
313
UMB Bank
Missouri
$6K +$6K +169 New
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
PCG
315
Private Capital Group
Connecticut
$5K – – –
AF
316
Advisornet Financial
Minnesota
$5K +$355 +10 +8%
SIC
317
SJS Investment Consulting
Ohio
$5K +$5K +138 New
ANBT
318
American National Bank & Trust
Texas
$4K – – –
CTC
319
Central Trust Company
Missouri
$4K +$4K +100 New
CA
320
CoreCap Advisors
Michigan
$4K +$4K +100 New
FCT
321
First Community Trust
Iowa
$3.68K +$3.68K +100 New
GWS
322
Glassman Wealth Services
Virginia
$3K -$333 -9 -10%
BAM
323
Baldrige Asset Management
Pennsylvania
$3K – – –
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$3K +$1.32K +40 +78%
IA
325
IFS Advisors
Kansas
$3K +$3K +93 New
11 12
13
14 15